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Contour Asset Management’s Wayfair W Stock Holding History

Contour Asset Management’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221M Buy
2,396,292
+2,067,584
+629% +$152M 5.24% 7
2026
Q1 		$24.7M Buy
+328,708
New +$29.7M 0.8% 26
2025
Q2 		– Sell
-455,457
Closed -$14.6M – 35
2025
Q1 		$14.6M Sell
455,457
-379,998
-45% -$15.8M 0.61% 26
2024
Q4 		$37M Buy
835,455
+131,455
+19% +$6.2M 1.07% 24
2024
Q3 		$39.6M Sell
704,000
-763,200
-52% -$36.8M 1.31% 25
2024
Q2 		$77.4M Buy
1,467,200
+447,700
+44% +$26.6M 2.61% 18
2024
Q1 		$69.2M Buy
+1,019,500
New +$57.6M 2.7% 17
2020
Q4 		– Sell
-4,176
Closed -$1.22M – 48
2020
Q3 		$1.22M Buy
+4,176
New +$1.14M 0.05% 39
2019
Q3 		– Sell
-182,289
Closed -$26.6M – 41
2019
Q2 		$26.6M Sell
182,289
-38,156
-17% -$5.74M 1.77% 23
2019
Q1 		$32.7M Sell
220,445
-227,743
-51% -$29.7M 2.34% 18
2018
Q4 		$40.4M Buy
448,188
+34,972
+8% +$3.68M 3.66% 11
2018
Q3 		$61M Buy
413,216
+405,716
+5,410% +$51.6M 2.14% 18
2018
Q2 		$891K Sell
7,500
-80,177
-91% -$6.96M 0.04% 38
2018
Q1 		$5.92M Buy
+87,677
New +$7.36M 0.3% 36
2017
Q4 		– Sell
-678,991
Closed -$45.8M – 35
2017
Q3 		$45.8M Sell
678,991
-19,901
-3% -$1.48M 2.57% 18
2017
Q2 		$53.7M Sell
698,892
-510,277
-42% -$30.3M 3.25% 15
2017
Q1 		$49M Sell
1,209,169
-398,129
-25% -$15.7M 3.23% 16
2016
Q4 		$56.3M Buy
1,607,298
+56,748
+4% +$2.04M 3.99% 9
2016
Q3 		$61M Buy
1,550,550
+614,368
+66% +$24.8M 3.29% 14
2016
Q2 		$36.5M Buy
936,182
+179,105
+24% +$7.14M 2.47% 21
2016
Q1 		$32.7M Sell
757,077
-1,198,048
-61% -$49.6M 2.09% 25
2015
Q4 		$93.1M Buy
1,955,125
+18,872
+1% +$799K 5.48% 3
2015
Q3 		$67.9M Buy
1,936,253
+645,463
+50% +$24.8M 3.92% 9
2015
Q2 		$48.6M Buy
+1,290,790
New +$41.8M 2.38% 20

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Contour Asset Management's W Position: Q2 2026 in Review

Contour Asset Management increased its Wayfair (W) stake by 629% in Q2 2026, buying an estimated $152M and bringing the position to 2,396,292 shares worth $221M. The position accounts for 5.24% of the portfolio, ranked #7.

Contour Asset Management first reported a position in W in Q2 2015 and has held it in 24 quarters since. 456 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Contour Asset Management held 2,396,292 shares of Wayfair worth $221M as of Q2 2026.
  • Contour Asset Management bought 2,067,584 Wayfair shares in Q2 2026, an estimated $152M.
  • Wayfair made up 5.24% of Contour Asset Management's portfolio in Q2 2026, its #7 holding.
  • Contour Asset Management first reported a position in Wayfair in Q2 2015 and has held it in 24 quarters since.
  • 456 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Contour Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.